Security field guides — steps

Record status

Record ID

field-guide:security-field-guides

Parent lifecycle

candidate

Page lane

plan

Lane lifecycle

proposed

Owner

Stan

Owner role

Not separately recorded

Owner status

Not separately recorded

Qualification result

NOT RUN · held for evidence and human review

Working browser surface: Field guides — documentation — Inspect the guide and persist local checkpoints. This route is local-only; provider, credential, database, customer, publication, deployment, and production effects remain held.

Ordered procedure

1. Confirm that the canonical record is field-guide:security-field-guides:plan, the lane is plan, and the supplied title, slug, owner agent, related jobs, and source reference are unchanged.
2. Record Stan as the proposed owner and list the related jobs exactly as supplied; do not assign additional owners or authority.
3. Create a source-labelled note containing the supplied source record and the source reference agents/index.html#stan; preserve provenance and revision metadata where available.
4. Define the guide scope as a proposal for security-guide definition, source binding, review, indexing, and handoff. Mark implementation, provider, credential, database, customer, publication, and production effects as held.
5. Add prerequisites as explicit to-dos: source review, scope confirmation by Stan, evidence specification, accessibility review, and approval review. Give each an owner, priority, due date, and completion state.
6. Draft the procedure with one record owner per step, observable evidence, a checkpoint after source-boundary review, a checkpoint after procedure review, and a final approval checkpoint.
7. Link relevant notes, files, projects, to-dos, approvals, and agent-log entries to the field-guide record. Use local file references only; do not imply upload or protected-storage completion.
8. Review each proposed security claim against the supplied source. Remove any claim that would imply deployment, connected web behavior, provider connection, database authority, customer indexing, publication, or qualification.
9. Run the acceptance tests, including source fidelity, route discoverability, ownership clarity, held-state labeling, deadline completeness, accessibility, and receipt preservation.
10. Submit the proposal for human review. If approved locally, preserve the approval receipt and retain the record as proposal-only unless a separately verified lifecycle transition is available.

Deadline and chronology rules

• Every unresolved prerequisite must have a named human owner, priority, due date, and completion state.
• Use dueAt and revision fields where supported by NotebookTodoPayload; do not create recurring automation from recurrenceCandidate.
• Set review deadlines before any proposed lifecycle transition.
• If a dependency lacks a source, owner, or due date, mark the item blocked and retain the guide as proposed.
• A missed deadline creates a review to-do; it does not authorize deployment, publication, external messaging, or provider writes.

Failure branches during execution

• The supplied source contains ownership and related-job labels but no detailed security procedure; adding technical controls without a new source would exceed the boundary.
• A named agent or native route does not prove that a connected security web feature exists.
• Local approval is not deployment, qualification, publication, or authorization for external effects.
• Unverified source locators, missing digests, stale revisions, or incomplete provenance can make evidence non-reproducible.
• Security records may contain sensitive information; visibility, attachments, and file references must remain explicitly reviewed.
• Deadline fields can be mistaken for automation; recurrenceCandidate must not be treated as an active schedule.
• Instrument output is educational or verification support only and cannot establish production security posture.

Sources and evidence

These pointers bind the page to evidence. They do not grant authority or collapse verification into deployment.

• source_record:field-guide:security-field-guides
• agents/index.html#stan
• field-guide:security-field-guides
• Observed native contract: project_and_field_guide_collections
• Observed native contract: deadlines
• Observed native contract: records
• Observed native contract: pointguard